joining me now is james cakmak at clockwise capital. netflix, meta and nvidia. t signal for a second. >> okay. james, do you hear me? >> yeah. can you hear me? >> thank you, james. we'll get your signal back. we will talk about the performance in apple. i'm curious if you think it can continue into 2025. >> yeah, i mean, apple is one of the companies in the world and it is knocking on the $4 trillion number. i think the momentum in the nasdaq should be able to help it cross over the line. when you do look at the valuation, you know, just a stand alone basis, it is an all-time high with growth rate having a question mark. you know, it's part of the mag seven and cross the $4 trillion mark. we're parking r dollars elsewhere like amazon and tesla and google. >> what makes you think those tech stocks will do well? the valuation or the products or innovation cycle or something to do with the incoming administration and the policies we're expecting? >> i think the administration does play a big role in it. obviously, deregulation is a big theme for 2025. namely for tho